Onboarding & Training Workflow

Guide new and existing publishers through required training modules, document acknowledgments, video tutorials, and coordinator sign-offs.

The Onboarding and Training feature in PW-TOOLS is a comprehensive, customizable workflow engine designed to guide publishers through required training modules, document acknowledgments, video tutorials, and administrative sign-offs before gaining full access to congregation calendar features.

Enforced Stepper Workflow

Access gatekeeper middleware automatically checks completion status and redirects publishers to an interactive step-by-step UI with progress tracking and custom welcome messages.

Dynamic Step Types

Configure rich HTML document readings, video tutorials with watch progress tracking, coordinator confirmations with push notifications, and automatic email triggers.

Admin Workflow & Video Library

Easily toggle onboarding activation per calendar, customize welcome messages, reorder steps with drag-and-drop, and upload or link videos from an integrated library.

Real-time Tracking & Audit Logging

Track every publisher's status in real-time, perform one-click confirmations or resets, maintain audit trails, and receive automated administrative notifications.